Built for Small Business.
Run by People Who Get It.
Clean books, proactive tax strategy, and a business partner who actually knows your industry — and picks up when you call.
Choose the Level of Support That Fits Where You're At
All plans include clean books and a real human who knows your business. Scale up as you grow.
Compliance Package
Starting at $400/mo- QuickBooks Online setup & custom chart of accounts
- Monthly bookkeeping & reconciliations
- Monthly P&L, Balance Sheet & custom reports
- Tax-ready financials at year-end
- Unlimited email support
- Tax filing billed separately
Best for: Solo owners who need reliable financials without added strategy.
Strategy Plan
Starting at $550/mo- Business & personal tax filing included
- Quarterly tax strategy meetings
- Proactive tax saving guidance & optimization
- Tax payment reminders & planning worksheets
- Email + phone communication
- 24-hour response time
Best for: Growing businesses ready to take control of their tax picture.
Navigator Plan
Starting at $775/mo- Your own dedicated advisor — one person, all in
- Unlimited access —call, email, text support
- Monthly strategy sessions
- Cash flow forecasting & projections
- Job costing & profitability reports
- Business structure & growth guidance
- SBA loan & financing readiness support
- Annual business financial review
- Same day response time
Best for: Established businesses ready to scale with a true partner in their corner.
We Do More Than Just Books
From cleanup to growth guidance, our extended services & trusted partner network cover the full financial picture for your business.
All additional services are quoted individually. Schedule a free call to discuss your needs.
We're Not Your Average Bookkeeper
Built for small service businesses — because that's who we know and serve best.
From contractors and tree crews to restoration companies and solo operators — we understand how service businesses actually work, not just how they look on paper.
No disappearing after onboarding. You'll always know where your finances stand — in plain English, not accounting jargon.
Fewer surprises, smarter decisions, and a team that cares about your business as much as you do.
Ready to Stop Guessing and Start Growing?
Book a free intro call. No pressure — just a straight conversation about where you are and where you want to go.

